|
2001
|
Mission Creek Capital Partners
San Francisco,
California
|
$909K
|
-$154K
|
-1,034
|
-7%
|
|
|
2002
|
FullCircle Wealth
Dallas,
Texas
|
$906K
|
+$19.5K
|
+131
|
+2%
|
|
|
2003
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$906K
|
+$57.5K
|
+386
|
+7%
|
|
|
2004
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$903K
|
+$595
|
+4
|
+0.1%
|
|
|
2005
|
Abacus Planning Group
Columbia,
South Carolina
|
$900K
|
+$42.1K
|
+283
|
+5%
|
|
|
2006
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$900K
|
+$69.5K
|
+467
|
+8%
|
|
|
2007
|
Foster & Motley
Cincinnati,
Ohio
|
$899K
|
+$4.02K
|
+27
|
+0.5%
|
|
|
2008
|
Coastwise Capital Group
La Jolla,
California
|
$899K
|
+$543K
|
+3,651
|
+156%
|
|
|
2009
|
Trust Company
Manhattan,
Kansas
|
$898K
|
-$20.1K
|
-135
|
-2%
|
|
|
2010
|
Virtue Capital Management
Brentwood,
Tennessee
|
$895K
|
+$427K
|
+2,867
|
+93%
|
|
|
2011
|
Destiny Wealth Partners
Tavares,
Florida
|
$894K
|
-$18.5K
|
-124
|
-2%
|
|
|
2012
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$894K
|
-$48.4K
|
-325
|
-5%
|
|
|
2013
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$893K
|
+$18.6K
|
+125
|
+2%
|
|
|
2014
|
Forza Wealth Management
Sarasota,
Florida
|
$893K
|
–
|
–
|
–
|
|
|
2015
|
Freedom Investment Management
Hartford,
Connecticut
|
$893K
|
-$112K
|
-755
|
-11%
|
|
|
2016
|
Pure Financial Advisors
San Diego,
California
|
$892K
|
-$54.2K
|
-364
|
-6%
|
|
|
2017
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$891K
|
-$146K
|
-983
|
-14%
|
|
|
2018
|
Members Trust
Tampa,
Florida
|
$891K
|
+$11.5K
|
+77
|
+1%
|
|
|
2019
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$888K
|
-$4.61K
|
-31
|
-0.5%
|
|
|
2020
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$887K
|
+$27.2K
|
+183
|
+3%
|
|
|
2021
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$887K
|
-$1.34K
|
-9
|
-0.2%
|
|
|
2022
|
Wellington Shields & Co
New York
|
$887K
|
+$29.8K
|
+200
|
+3%
|
|
|
2023
|
Essex Investment Management
Boston,
Massachusetts
|
$887K
|
+$447
|
+3
|
+0.1%
|
|
|
2024
|
Berkeley Capital Partners
Milton,
Georgia
|
$885K
|
+$64.6K
|
+434
|
+8%
|
|
|
2025
|
NWF Advisory Services
Los Angeles,
California
|
$883K
|
+$57.2K
|
+384
|
+7%
|
|
